MAY CAPITAL MANAGEMENT

MAY, WILLIAM MICHAEL Legal Name

Adviser information for MAY CAPITAL MANAGEMENT last updated from Form ADV on March 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Sole Proprietorship
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 211 $144.8M
Non-Discretionary 0 $0
Total 211 $144.8M

Clients

Type Number RAUM
Individuals 157 $144.5M
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $309,000
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly charges

Identifiers

SEC RIA File Number 801-121700
SEC ERA File Number 801-121700
SEC CIK Numbers None
SEC CRD Numbers 135127
Legal Entity Identifier None

Principal Office

2409 WALNUT AVE
MANHATTAN BEACH
CA
United States
Monday - Friday, 8AM. TO 5PM.
Tel: 310-292-8646, Fax: None

Chief Compliance Officer

W. M. MAY
PRINCIPAL
2409 WALNUT AVENUE
MANHATTAN BEACH
CA
United States
Tel: (310) 292-8646
(Full email address available in API data)

Regulatory Contact

WILLIAM M. MAY
PRINCIPAL
2409 WALNUT AVENUE
MANHATTAN BEACH
CA
United States
Tel: (310) 292-8646
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MAY, WILLIAM, MICHAEL Individual OWNER, CCO 07/1999 > 75%

No. Employees, Historic

1050202120222023202420251 on 6/7/20211 on 3/8/20221 on 6/9/20221 on 7/26/20221 on 7/26/20221 on 3/3/20231 on 3/4/2024

RAUM, Historic

200M100M020212022202320242025150870000 on 6/7/2021142237000 on 3/8/2022142237000 on 6/9/2022142237000 on 7/26/2022142237000 on 7/26/2022127810000 on 3/3/2023144799000 on 3/4/2024

No. Clients, Historic

200100020212022202320242025156 on 6/7/2021162 on 3/8/2022162 on 6/9/2022162 on 7/26/2022162 on 7/26/2022157 on 3/3/2023158 on 3/4/2024